THE. CERTIFICATION GUIDEBOOK v1 Q1 2018

Transcription

1 THE CERTIFICATION GUIDEBOOK v1 Q1 2018

2 Copyright 2017 International WELL Building Institute pbc (IWBI). All rights reserved. This document ( Certification Guidebook ) constitutes proprietary information of IWBI. All information contained herein is provided without warranties of any kind, either express or implied, including but not limited to warranties of the accuracy or completeness of the information or the suitability of the information for any particular purpose. Use of this document in any form implies acceptance of these conditions. IWBI authorizes individual use of this Certification Guidebook. In exchange for this authorization, the user agrees: 1. to retain all copyright and other proprietary notices contained in the Certification Guidebook, 2. not to sell or modify the Certification Guidebook, and 3. not to reproduce, display or distribute the Certification Guidebook in any way for any public or commercial purpose. Unauthorized use of the Certification Guidebook violates copyright, trademark and other laws and is prohibited. Disclaimer None of the parties involved in the funding or creation of the WELL Building Standard, the WELL Community Standard and the Certification Guidebook, including IWBI, its affiliates, and its and its affiliates respective owners, officers, directors, employees, agents, representatives, or contractors, assume any liability or responsibility to the user or any third parties for the accuracy, completeness, or use of or reliance on any information contained in this Certification Guidebook, or for any injuries, losses, or damages (including, without limitation, equitable relief) arising from such use or reliance. Although the information contained in the Certification Guidebook is believed to be reliable and accurate, all materials set forth within are provided without warranties of any kind, either express or implied, including but not limited to warranties of the accuracy or completeness of information or the suitability of the information for any particular purpose. This document, the WELL Building Standard and the WELL Community Standard are intended to educate and assist community stakeholders, real estate Owners and tenants in their efforts to create healthier spaces and communities, and nothing in this document or in the WELL Building Standard or the WELL Community Standard should be considered, or used as a substitute for, quality control, safety analysis, legal compliance (including zoning), comprehensive urban planning, or medical advice, diagnosis or treatment. As a condition of use, the user covenants not to sue and agrees to waive and release IWBI, its affiliates, members, employees, or contractors from any and all claims, demands, and causes of action for any injuries, losses or damages (including, without limitation, equitable relief) that the user may now or hereafter have a right to assert against such parties as a result of the use of, or reliance on, the WELL Building Standard, the WELL Community Standard or the Certification Guidebook. 2

3 TABLE OF CONTENTS REGISTRATION... 4 DOCUMENTATION REQUIREMENTS... 6 PERFORMANCE VERIFICATION... 8 WELL REPORT AWARD & CONTINUED ENGAGEMENT INNOVATIONS & ALTERNATIVE ADHERENCE PATHS CURATIVE ACTIONS AND APPEALS PRECERTIFICATION RECERTIFICATION USE OF PROJECT INFORMATION GLOSSARY

4 REGISTRATION Registration signifies your intent to pursue WELL certification. WELL Online (projects.wellcertified.com) is the official online registration application and project management system for WELL. Registration requires submitting basic information about the project and declaring the project path by indicating the primary project space type and project scope as described in the previous section. At this time, the project type must be selected for the project. The project type is based on the primary space type of the project and determines whether a given feature is applicable to the project. Refer to the WELL Building Standard and WELL Community Standard for more information on different types of projects. Upon registration, WELL Building Standard projects must complete documentation submission and schedule Performance Verification within a certain timeframe: Projects utilizing WELL have five years from the date of registration Projects utilizing a WELL Building Standard pilot have three years from the date of registration For the WELL Community Standard, projects must complete documentation submission within five (5) years of registration and undertake and submit measurements for Performance Verification within ten (10) years of registration. If a project does not submit documentation within this period, its registration will expire. If project teams anticipate that they will have difficulty meeting this deadline, they must request an extension from IWBI at least one year prior to the registration expiration date and submit documentation explaining why a longer period of time is necessary. A project will be reviewed under the version of WELL or WELL pilot standard that is in place on the date the project is registered, unless the project team elects to proceed under a subsequently released version. Project Size With respect to projects pursuing certification under the WELL Building Standard, the gross square footage entered for the project should include the sum of the floor areas of the spaces within the building, including basements, mezzanine and intermediate-floored tiers, and penthouses with headroom height of 7.5 ft or greater. Measurements must be taken from the exterior faces of the exterior walls OR from the centerline of walls separating buildings. The gross square footage should exclude non-enclosed (or non- enclosable) roofed-over areas such as exterior covered walkways, porches, terraces or steps, roof overhangs and similar features. Excludes air shafts, pipe trenches, chimneys and floor area dedicated to the parking and circulation of motor vehicles. With respect to projects seeking certification under the WELL Community Standard, the area entered for the project should include the gross area of all land and water area, both owned and not owned by the project Owner, within the project boundary. WELL Assessor After documentation submission, the Green Business Certification Inc. (GBCI) will assign a WELL Assessor to the project. The WELL Assessor is the third-party certification entity responsible for assessing/reviewing your project. After submission for certification, the WELL Assessor is responsible for both the documentation review phase of WELL Certification and for Performance Verification activities. With respect to the WELL Community Standard, the WELL Assessor will be assigned to the project after documentation submission and will review necessary documentation of on-site conditions. Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 4

5 Project Team Roles Team members will have distinct responsibilities throughout the certification process, as described below. Project Administrator Project administrators act as project managers and oversee the WELL process. The project administrator is the primary point of contact on the project and must be copied on all correspondence with IWBI. This individual will also be the recipient of a comprehensive WELL report following Documentation Review and Performance Verification, as well as the WELL building award package. The project administrator can be a WELL Accredited Professional (WELL AP), the Owner (see below), or another designated representative of the project team. This individual is responsible for ensuring that all project documentation is complete and accurate before submitting for review. The project administrator is ultimately responsible for the overall quality of the documents submitted and is expected to complete a thorough quality control check of all documentation and forms prior to submission for review. Owner Owners are responsible for authorizing registration of the project and will be required to validate various documents used to demonstrate that WELL features are satisfied. An Owner can be an individual property Owner or a representative who is delegated responsibility by an entity that owns the property. Owners have the authority to hold and control project-relevant property and to authorize decisions pertaining to that property. In circumstances where multiple Owners hold rights over a property, a single owner must be identified as the authorized decision-maker for purposes of WELL. In such cases, the project team must submit a Confirmation of Primary Owner s Authority Form, which will be made available upon request. For the WELL Community Standard, the Owner is the individual or organization, which registers the project, pays the applicable fees, and is authorized to fulfill obligations set forth in the WELL Community Standard. Additional Signatories Some WELL documents will require validation by the appropriate professional overseeing the relevant aspect of design, construction or operations. Therefore, architects, contractors, and mechanical, electrical and plumbing (MEP) engineers are required to provide specific declarations and/or calculations pertaining to the project. The group of professionals providing this information under the WELL Community Standard may also include planners, civil engineers, and individuals representing or communicating with the local government. WELL Accredited Professional (WELL AP) The WELL AP credential recognizes building industry professionals who are knowledgeable of the conceptual and applied frameworks of WELL, and are experienced in its application on registered and certified WELL projects. WELL APs can help guide projects to successful certification or compliance awards. Project teams are not required to include a WELL AP, but having a WELL AP as part of a project team will help to address all necessary aspects of WELL. Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 5

6 DOCUMENTATION REQUIREMENTS While a core tenet of WELL is performance verification and achievement of measurable criteria, it also requires that project teams provide documentation as evidence that certain WELL features have been met. These documentation requirements are summarized below. Required Document Types All documents that the project team is responsible for providing must be submitted via WELL Online. The type of document required to verify each feature is described in the WELL Building Standard or WELL Community Standard. 1. Annotated Documents Annotated documents refer to existing project documents that are marked up to provide additional information to indicate how WELL features and constituent parts have been met. Types of annotated documents include the following: A. Design drawings (with pertinent information marked or highlighted) B. Operations schedules (with time log templates, if appropriate) C. Policy documents (e.g., employee handbooks) D. Other materials, including narratives and balancing reports. 2. Letters of Assurance Separate letters of assurance must be submitted by the appropriate professional overseeing the implementation of a specific WELL feature and its parts during design, construction or operations. Letters of assurance will be required from the following licensed professionals to confirm that the requirements of WELL features have been met: A. Architects B. Contractors C. Engineers D. Owner 3. General Documents Both annotated documents and letters of assurance are tied to specific feature requirements. The documents listed below, however, are not linked to the verification of a specific part, but are instead required as a general document for the certification or compliance process at large. These documents do not need to be annotated but are used to inform IWBI and the WELL Assessor of details on the project. Required general documents include the following: A. Representative floor plans or project maps B. Mechanical drawings C. Narrative describing the project in general and listing the attempted features Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 6

7 Documentation Submission, Review and Approval WELL Online is the official online registration application and project management system for WELL Certification and compliance. This online system is used to house all documentation related to a WELL project, and to submit information for review by the WELL Assessor. The project must successfully complete the Documentation Review phase (marked as approved in WELL Online) before Performance Verification can be scheduled. Documents can be uploaded to WELL Online as they are prepared. Once all documents are uploaded, the project administrator is expected to perform a thorough quality check before submitting the documentation for review in WELL Online. A first round of Documentation Review by the WELL Assessor will follow documentation submission. The WELL Assessor will respond with his/her preliminary review within business days, indicating which of the features the documentation requirements have met, and indicating what additional information is needed. If all documents are found to be satisfactory, then the project team will be able to proceed to the next steps. The project team will be notified if any submitted documents are found to be inaccurate or unsatisfactory, or if further documentation is necessary. In that case, the project team will have an opportunity to correct existing documents or submit further documentation for a second round of review. The WELL Assessor will respond with the results of the second round of review within business days. If more than two rounds of review are needed before all documentation is found to be satisfactory, additional fees will apply. Any additional rounds of review will also be completed within business days. The project team will be notified via WELL Online when all documents have been reviewed and approved. At this point, WELL Community projects becomes Design Verified. This is a designation which is awarded by IWBI and allows projects to market the proposed wellness features and communicate their progress toward WELL Certification. WELL Building Standard projects can at this time schedule Performance Verification. Features approved during Documentation Review are subject to inspection during Performance Verification. Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 7

8 PERFORMANCE VERIFICATION WELL Building Standard Performance Verification entails a site visit during which a WELL Assessor performs or oversees tests and inspections to verify that all applicable requirements of WELL features have been met. Scheduling Performance Verification For a project seeking to achieve WELL Certification, certain conditions must be met before the project can schedule Performance Verification. These vary based on the project type and are described in Table 1. For projects utilizing WELL pilot standards, there may be additional criteria as outlined in the introduction to the pilot standard. All documents for which the project team is responsible must be submitted, reviewed and approved in WELL Online through the Documentation Review process. At least one month must pass since the space s certificate of occupancy was issued. A minimum of 50% of expected occupancy must be achieved in the project. Table 1: Conditions Necessary to Schedule Performance Verification PATH New and Existing Buildings New and Existing Interiors DOCUMENTATION APPROVED ONE MONTH FROM CERTIFICATE OF OCCUPANCY 50% OCCUPANCY Yes Yes Yes Core and Shell Yes No No Retail Pilot Program Education Facilities Pilot Program Restaurant Pilot Program Commercial Kitchen Pilot Program Yes Yes No Multifamily Residential Pilot Program Yes No No On-Site Measurements and Inspections Performance Verification is performed or overseen by the WELL Assessor. Depending on the building size, this may require the WELL Assessor (and testing organization, if applicable) to be at the site for multiple days in order to fully validate the project s design documentation via inspections and spot-checks, and to complete all on-site performance tests to confirm adherence to WELL requirements. Please note that due to the nature of performance testing, there are variables outside of the control of GBCI or IWBI that could impact the Performance Verification timeline. Performance Verification involves analysis performed by various third-party laboratories for radon, formaldehyde, VOCs, and up to 32 different water contaminants. In some cases, the results analysis may take additional time. Additionally, if the results from the laboratory are outside of the accepted accuracy or tolerance range outlined in the Performance Verification Guidebook, or if laboratory samples are damaged during shipping, additional testing may be required and could increase the certification Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 8

9 timeline. Any additional testing is done to ensure the accuracy of the results and for the benefit of the project team. During Performance Verification, an individual with authorized access to all areas of the building must be present so that performance tests and inspections may be conducted in any area, including mechanical and tenant spaces, grounds and the roof. Testing and measurement during Performance Verification will be completed according to sampling protocols set by IWBI based on the size and project type of the project, and some collected samples will be sent to a third-party laboratory for analysis. The WELL Assessor will evaluate all applicable environmental parameters in accordance with WELL, including, for example: 1. Air quality (e.g., organic and inorganic gases, and particulates) 2. Water quality (e.g., dissolved chemicals and suspended solids) 3. Light attributes (e.g., color quality, intensity and spectral power distribution) 4. Thermal considerations (e.g., ambient and radiant temperature, air speed and humidity) 5. Acoustic elements (e.g., decibel levels and reverberation) Refer to the WELL Performance Verification guidebook for details on all activities executed during Performance Verification. Any WELL feature and its parts are subject to verification on-site by the WELL Assessor during Performance Verification, including those accounted for by documentation. This means that the WELL Assessor will perform spot-checks and confirm on-site that certain features reflected in the submitted documents are in fact satisfied. WELL Community Standard For WELL Community projects, the project team is responsible for gathering, assembling and submitting performance data for the necessary features in the Air and Water concepts. Projects may gather the performance data or, when available, utilize existing data collected at the municipal level through state agencies, universities, or other entities. GBCI will review this information following the project s achievement of Design Verified and will assess this information and quality thereof in its sole discretion. Furthermore, the sufficient buildings and infrastructure within the WELL Community project must be constructed (not just designed) to achieve the features pursued in the Documentation Review phase. Additional information regarding this process is located in the WELL Community Standard under Certification Steps. Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 9

10 WELL REPORT The WELL report will provide a feature-by-feature assessment of whether requirements of WELL features pursued by the project were approved. A comprehensive WELL report will be available on WELL Online within business days of the site visit. This includes inspection details, analysis results and the status of documents previously submitted by the project team for approval. For WELL Community projects, the WELL report will be issued within days following the submission of performance data and will include analysis of this data plus the status of documents previously submitted to the project team for approval. If the project has not met WELL criteria in any area, the WELL report will indicate where deficiencies exist. Once the WELL report is issued, the project team is required to either accept their WELL report via WELL Online, or initiate curative actions or an appeal within 180 calendar days. If the WELL report indicates a pass, then the project will be issued the applicable certification level or compliance as described in the WELL report. If, within 180 calendar days after issuance of the WELL report, the project has neither affirmatively accepted the WELL report on WELL Online nor initiated a curative action or appeal, the project will be deemed to have accepted the WELL report as final. Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 10

11 AWARD & CONTINUED ENGAGEMENT Certification Award Projects that have satisfied the requirements of WELL and have accepted the WELL report will receive a WELL award package from IWBI. The WELL building award package will contain the official award letter, the WELL Certification plaque and other relevant documents and signage. IWBI will also provide sample materials to assist the project in its promotion of successful WELL Certification. The WELL Certified plaque or other signage will indicate the level of certification and the year certified, and may only be displayed at the site of the WELL Certified project. For additional details, please view the IWBI Trademark Policy and Branding Guidelines. Continued Engagement In order to maintain status as a WELL Certified project prior to recertification, there are specific ongoing requirements. Certain features may require projects to provide ongoing records of the following: A. Results of post-occupancy surveys B. Proof of maintenance (e.g., logs of cleaning schedules and filter replacement) C. Ongoing environmental parameter measurements (e.g., air and water quality) These features generally require submission to GBCI for review on an annual basis. To remain in good standing, projects must submit the documents within 15 months of certification and then every 12 months thereafter. Failure to provide these documents within this time frame may result in an additional fee assessed at recertification. If the ongoing records are not submitted at all by recertification, then in addition to the fee, the project will be ineligible to pursue these features for the following certification period. For details on what is required in these documents, please refer to the relevant features in the WELL Building Standard or WELL Community Standard. Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 11

12 INNOVATIONS & ALTERNATIVE ADHERENCE PATHS WELL features create linkages between elements of building design and occupant health, wellness and comfort. WELL ultimately seeks to establish a set of universally applicable features that are feasible across all building types and contexts. However, the various ways in which the built environment impacts health across diverse contexts are multiple and overlapping, and there are paths to healthful construction and design that may be uncovered during implementation of the current version of WELL. In recognition of the complexity involved in fully exhausting all dimensions of health through the built environment, and of the challenges that may be involved in meeting requirements as outlined, WELL provides opportunities for creativity through two processes: 1. Alternative adherence paths 2. Innovation features Alternative Adherence Paths WELL allows for innovative, alternate solutions for meeting requirements through the alternative adherence path process, as long as proposals still meet the intent of the requirement and are supported by cited scientific, medical and industry research. Project teams may propose an alternative for any requirement of WELL by submitting a completed alternative adherence path form to IWBI. These forms are used specifically for proposing alternate means to meeting existing WELL features. Each form pertains to one feature, and there is no limit on the number of alternative adherence path forms that can be submitted per project. Usually, each AAP ruling applies only to the project that submitted the application. However, in some situations, multiple projects may submit a single AAP and utilize the ruling across all specified projects. Projects eligible to utilize this pathway are required to meet at least one of the following requirements: The projects are located at the same development site. The AAPs submitted are for features categorized as Organizational Protocol. In both cases, the strategy proposed must be identical across all projects using the AAP. Furthermore, the project team must specify in the AAP submission the names and IDs of all projects using the AAP. Only projects registered for WELL Certification may be specified. While requests for alternative adherence paths will be kept private, summaries may be published. If alternative adherence paths have broad application, the strategies described in the application may be incorporated as official precedent-setting alternative adherence paths. Project teams may submit an alternative adherence path proposal for pre-approval before or after registration. Each WELL v1 project receives three alternative adherence path submissions at no additional cost; further alternative adherence path forms may be submitted for a fee. Pilot projects receive ten free AAP submissions. To request an alternative adherence path form, contact technical@wellcertified.com. Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 12

13 Innovation Features Innovation Features pave the way for project teams to develop unique strategies for creating a healthy environment. The features can relate to any of the WELL Concepts. For a given project, Innovation Features must either address a novel concept or strategy not already included in WELL or use strategies above and beyond the existing requirements in a WELL Feature. Innovation Features must be supported by sufficient rationale based on cited scientific, medical and industry research. To request input on Innovation Feature proposals ahead of the Documentation Review submission, the innovation proposal may be submitted as an alternative adherence path using the process described above. For more information and additional guidance, please see the Innovation Features in the WELL Building Standard (Features ) and the WELL Community Standard (Features GND, INP, INV, and WLP). International Projects and Standards Projects registered in countries other than the United States may find some challenges based on local regulations and standards that differ from those outlined in WELL. In those instances, a project will have two options: 1. Adhere to the requirements cited in WELL. 2. Petition IWBI for the use of equivalent requirements within a standard that is more relevant to the country where a project is located, along with evidence of equivalency. If IWBI approves use of a new requirement as sufficiently equivalent to a WELL requirement in a given country, the new requirements will be incorporated into WELL features addenda and interpretations, as an Equivalency available for other projects in the pertinent country to use. Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 13

14 CURATIVE ACTIONS AND APPEALS The WELL report will outline any failed performance criteria or other requirements. As previously stated, after the WELL report is issued, the project Owner has 180 calendar days to either accept the WELL report, initiate curative action or file an appeal. Curative action is available to project teams that wish to enact curative efforts to address unmet criteria and request to schedule follow-up Performance Verification. Appeals are available to project teams that wish to contest findings of the WELL report. Fixed baseline fees are associated with curative action requests and appeals. Additional fees apply depending on the WELL features in question, and whether performance re-testing is necessary to confirm compliance with WELL requirements. Visit WELLCertified.com for a current schedule of fees and for further details on the curative actions or appeals processes. Curative Actions To pursue a curative action path for any features with unmet requirements, a curative action plan must be submitted within 180 calendar days after issuance of the WELL report. The plan must be signed by the project Owner and outline steps for addressing unmet features. The curative action plan will be reviewed by the WELL Assessor and results will be provided within business days. If the curative action plan is accepted, the project team must then enact curative actions as outlined and schedule another Performance Verification with their WELL Assessor. The features that are re-tested during the follow-up Performance Verification will vary based on which features are impacted during the execution of the curative action plan. For example, projects that fail to meet requirements concerning microorganisms in a Water feature may address this problem with the addition of chlorine. By doing so, however, they could risk exceeding the chlorine limits of another feature in Water. After follow-up Performance Verification has been completed, an updated WELL report will be created and shared with the project administrator. Performance Verification can be repeated (for additional fees) following additional curative actions should the WELL report resulting from the follow-up Performance Verification again indicate a failure to achieve certification or compliance. Appeals Project teams may (for a fee) challenge any findings of the WELL report or submit new features for review by submitting an appeal application. The appeal application allows the submission of supplementary information and allows for an additional round of review. Each appeal is applicable to one feature; a separate appeal must be submitted for each feature being challenged. All appeals must be submitted within 180 calendar days after the date of issuance of the WELL report. An appeal must provide an explanation of the basis of the appeal and identify suspected errors. Upon receiving the appeal, GBCI will respond with an appeal review report within business days. Like the WELL report, a project may either accept or appeal the review report. Projects are limited to one subsequent appeal for each feature, which must be submitted within 90 calendar days of the date of issuance of the appeal review report being challenged. Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 14

15 PRECERTIFICATION This is an optional review pathway available to all project types for a fee. The Precertification review is focused on the intended design, construction, and operational strategies for the project. WELL Precertification allows project Owners to demonstrate health and wellness in the built environment, market the proposed wellness features of a project to potential tenants looking to occupy the WELL-certified space, and determine which features the project is likely to achieve during the full WELL certification review. Precertification is not available for projects pursuing the WELL Community Standard. These projects should instead use the Design Verified designation prior to completion of construction. Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 15

16 RECERTIFICATION WELL Certification for the WELL Building Standard is valid for three years. WELL Certification for the WELL Community Standard is valid for five years. During this time period, annual performance data must be submitted for the select features that require more frequent reporting. In order to maintain a current certification, a project must file an application for recertification on WELL Online no later than three years (or five years for the WELL Community Standard) after the date on which the project was awarded its initial certification. Filing an application for recertification extends the validity of the project s original certification period for six months, during which time the project must satisfactorily complete the recertification process to determine that the building continues to perform to the WELL standard. If a project does not file an application for recertification before the expiration of the original certification period, or fails to successfully obtain recertification within 42 months of receiving the initial certification (or 66 months for the WELL Community Standard), the project s WELL Certification will expire. Upon expiration of a project s WELL Certification, the project must immediately discontinue all use and display of the WELL Certified plaque or other signage, trademark and logo, and must not indicate or imply that the project is WELL Certified. The project will be removed from IWBI s list of certified projects. Recertification includes review of newly validated letters of assurance. WELL Certified buildings undergo a full site visit for Performance Verification. WELL Certified communities must submit updated air and water quality measurements. A project s certification may be compromised if WELL features have not been properly maintained or if the quality of the environment has declined below the thresholds required in WELL. During recertification, projects can elect to submit additional WELL features to improve their score and achieve a higher level of certification. For the first recertification event following initial certification, a project can elect to be reviewed under either the version of WELL for which it achieved initial certification or any subsequently released version. For all subsequent recertifications, a project will be reviewed under the version of the rating system that is in place 12 months prior to expiration of their certification. If they so choose, a project team may elect to be recertified under a more recent version of the standard. Projects may preemptively begin the recertification process before the certification period is up. All of the rules and timelines regarding acceptance of the WELL report apply normally. The new results from Performance Verification and the WELL report supersede the results from the prior certification. WELL Community projects may change their boundary at the time of recertification. In this case, the new project will be evaluated as a whole under the new boundary. (The additional areas added are not evaluated for feature compliance or minimum program requirements in isolation.) Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 16

17 USE OF PROJECT INFORMATION WELL requires the submission of extensive information related to each project. Collected information typically includes project and Owner identifying information, attestations, narratives, data, calculations, maps, drawings, specifications and other design, construction and operational-related information. This information may contain personal or proprietary information, as well as valuable intellectual property including copyrighted materials and/or trademarks. By submitting this information, each project grants IWBI and its affiliates and their respective employees, agents, representatives and subcontractors a limited, non-exclusive and non-revocable license to access and view all information that is submitted in the application as necessary to perform an assessment. IWBI also uses project data to educate and provide resources for WELL project teams and others, showcase project strategies and promote WELL on a global scale. WELL-registered and certified projects are, by default, considered public projects and, as such, they are included in IWBI s public WELL project directory. Inclusion in this directory allows the general public and members of the media to look up specific project listings and details, including the following: project name, project address, project type, registration date, identity of the Owner, Owner organization type, project team information, project gross square footage, date of certification and level of certification achieved, among other project identifying information. With the exception of information provided to IWBI s and its affiliates employees, agents, representatives and subcontractors, IWBI and its affiliates will not distribute or publish any submitted plans, drawings or schematics pertaining to any project without permission. All public projects also benefit from publicity opportunities: IWBI may use project data to create case studies highlighting a project s features, reference a project on the website or to the media, or create other derivative works. Information that may be used for articles, project profiles or similar promotional pieces may include service providers, project team members, promotional or other project photographs, project strategies for certification, or quotations from team members. A project may opt-out of the WELL project directory and publicity opportunities by electing to be a private project at the time of registration. See WELL Online for specific instructions in this regard. A private project means that the project name, street address and identity of the Owner will not appear within the WELL project directory. Certain other non-project identifying information may be disclosed, including, but not limited to, the city and state in which the project is located and the total project square footage. All private projects that achieve WELL Certification or WELL Compliance will be prompted upon issuance of award, if any, to transition to public status. A project that wishes to remain a private project will need to re-confirm its private status at the time of certification. For so long as a project maintains its election as a private project, the project cannot market or represent itself to the general public as having applied for certification or compliance, or as being certified or compliant, and no intellectual property including the WELL certification or compliance trademarks may be utilized or displayed in relation to the project. Project Owners may change the privacy setting for a project at any time before acceptance of the final award, using functionality in WELL Online. Further development of the WELL program depends upon the collection, analysis and distribution of information pertaining to WELL design, construction and performance. IWBI and its affiliates may make internal use of any information that is submitted to IWBI whether by a public or private project including, and not limited to, project performance data, and may publish this information to third parties, including the general public, in aggregated non-identifying form. Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 17

18 GLOSSARY Alternative Adherence Path Alternative solutions for meeting the intent of any WELL feature requirement. Projects may submit an alternative adherence path proposal to IWBI to replace any requirement in WELL. Fees apply. Appeal Document that outlines a project team s disagreement with any finding of the WELL report, or of any decision regarding proposals for alternative adherence paths, curative actions, or innovation features. Appeals must be submitted to IWBI within 90 calendar days of the date of issuance of the WELL report or the appeal review report, as applicable. Curative Action Plan Document that outlines strategies that project teams will employ to address any unmet criteria as identified in a WELL report. These plans must be submitted to IWBI within 180 calendar days of receiving the WELL report, and must detail a specific and feasible plan of action. Feature One of 100+ sections of the WELL Building Standard with a specific health intent. Features are classified as either mandatory Preconditions or as Optimizations that offer more flexibility. Innovation Features Features which allow for project teams to submit ideas for new features under a certain concept. The proposals for these features must address a novel aspect relevant to the concept, with robust supporting literature from health and medical research. Innovation features for a given project may include implementation of the requirements in an existing WELL feature that is designated as not applicable to the project s project type. Performance Verification A site visit where a WELL Assessor conducts performance tests, visual inspections and spot-checks, and also includes follow-up analysis of collected data and samples from the site. WELL Accredited Professional (WELL AP) A professional who has extensive industry experience and knowledge of the WELL process. Such professionals have successfully completed IWBI s WELL AP exam, and may be hired by a project team as consultants to guide successful certification or compliance award. WELL Assessor An independent professional who conducts on-site performance tests, inspections, and spotchecks, as well as Documentation Review in order to evaluate a project s eligibility for WELL Certification. These professionals are trained to understand proper adherence to testing protocols for evaluating WELL performance criteria. WELL Online (projects.wellcertified.com) Official online registration application and project management system for WELL. Project administrators must register projects on WELL Online, and may delegate responsibilities over specific features to other project team members. All documents must be uploaded onto WELL Online for review and approval. WELL report Comprehensive report of the project which includes a feature-by-feature summary of whether or not project teams successfully provided documentation to verify that each feature has been satisfied, or if the project has successfully performed to measurable criteria relevant for specific features. Provided via WELL Online for the project administrator to view. Copyright 2017 by International WELL Building Institute, PBC. All rights reserved. 18

19

20 381 Park Avenue South Suite 1101 New York, NY